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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,715 | $228,395-68.6% | $185,861-61.4% | $158,982-54.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.47% | 40.82%-28.3pp | 35.96%-23.5pp | 302.99%-290.5pp |
| Employer contribution / active EE | $7,333 | $4,968+47.6% | $4,088+79.4% | $4,763+54.0% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |